Lists only the alerts rules that have crossed the alerts thresholds you specified.
Alert Type The specific alert that is set (e.g. Morningstar rating change, Name change)
Trigger Date The date alert was triggered.
Security Security name, if security alert.
Client Name of client to whom the alert is applied, if any.
Account Name Name of account to which the alert is applied, if any.
Account Number Number of account to which the alert is applied, if any.
Direction Direction up or down that the value for an alert has moved.
Previous Value Previous value of the alert target.
Trigger Value Value at which the alert is set to trigger.
New Value Current value of the alert target.
Twenty-five items can appear in the spreadsheet at any one time. Click the arrow to scroll to the next set of 25.
Creating a client or account alert